Create a carrier

  • Updated

The Admin Console in Optimizely Configured Commerce manages all carriers for your website. This lets you update carriers in one location and have those updates apply to all assigned websites. A carrier must have at least one service assigned before it is visible.

To create carrier services, see Create Carrier Services.

Create a carrier

  1. Go to Admin Console > Shipping & Fulfillment > Carriers.
  2. Click Add Carrier.
  3. Enter the carrier's Name.
  4. (Optional) Enter information for Contact Name, Phone, Email, and Image Path.
  5. Toggle Primary Carrier to Yes if the carrier should be the primary.
  6. Toggle Enabled to Yes to enable the carrier.
  7. When configured, the Tracking URL field provides order tracking information. See Shipment Tracking for how to set up this feature.
  8. Use the Live URL and Test URL fields to employ a rating service. When the Live toggle is Yes, the console uses the Live URL to run the rating service. When the Live toggle is No, the console uses the Test URL.

    The Rating Service is the console's method to get real-time or flat-fee pricing for each shipping option.

    • You must select a Rating Service, or the carrier will not be available at checkout.
    • A Zones finger tab displays if the ZoneWeight is selected as the Rating Service, letting you configure the necessary zones.
  9. Enter the Account Number, User Name, Password, and Access Key fields if needed for the rating service.
  10. Click Save.

Modify the carrier packages

After the first order is placed on a website, a default package appears under the carrier's Packages finger tab. The system uses this package to determine shipping charges for customers when using the carrier or package rating services. Follow these steps to customize the package or add an additional package:

  1. Go to Admin Console > Shipping & Fulfillment > Carriers
  2. Click Edit for the desired carrier.
  3. Select the Packages finger tab.
  4. Click Add Carrier Package to add a new package.
  5. Populate the following fields: Name, Length, Width, Height, and Max Weight.
  6. Toggle Active to Yes, which makes this package the default for the package rating service. Activating a new Carrier Package deactivates the formerly active Carrier Package.

    Although many package sizes can be customized, only one can be active at a time.

  7. Click Save or Save and Add New.

Carrier rules

After you create a carrier, you may want to create Rules that determine when the carrier is a selectable option on the website. If you do not assign rules, the carrier always displays when set up correctly.

For example, Carrier A is only available to customers in Canada. A user could create a carrier rule that stated the carrier appears if Order Ship To Country = Canada. This prevents the carrier from appearing if the user's selected Ship To Country is any other country.

You can also make Carrier A only available to customers without a PO Box. Create a rule that says Address 1 Not Matches PO Box.

NotMatches.png

Follow these steps to create carrier rules:

  1. Go to Shipping & Fulfillment > Carriers.
  2. Click Edit beside a carrier.
  3. Select the Rules finger tab.
  4. Use the rules engine to create one or more rules.
  5. Click Save.

Assign the carrier to the website

You must assign a carrier to a website before a user can select it.

  1. Click Websites in the Admin Console.
  2. Click Edit for the desired website.
  3. Click the Carriers finger tab.
  4. Click Assign Carriers.
  5. Select the checkbox for the desired Carrier.
  6. Click Assign and click Done to save.